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tony_tao
Contributor ⭐️⭐️⭐️⭐️⭐️
August 10, 2018
New Idea

Is it possible to export dashboards as PDF?

  • August 10, 2018
  • 11 replies
  • 196 views
Is it possible to export dashboards as PDF?  If so, how and/or is there somewhere I can enable this? 

    11 replies

    dstokowski
    Gainsight Employee ⭐️⭐️
    August 10, 2018
    We don't have PDF as an option - here are the ones we do have:
    1) Export in PPT
    https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Gainsight_Hom...
    2) You can share a link to a dashboard with our Sharing feature.  This allows the recipient to see an interactive dashboard with a rich experience and ability to do additional fitering on what they receive.
    https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...
    https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Share_Dashboa...

    Will either of these options work for your use case?
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 13, 2018
    I think this is a great idea though. If I need to print off a dashboard for an exec meeting, a PPT that can be 20 pages long with some only showing a widget number does not feel professional. Allowing admins to set the PDF export view of a dashboard would be a great add. Sometimes, sharing the dashboard is not ideal because it shows live data which may not be what you want to discuss. 
    sai_ram
    Expert ⭐️⭐️
    August 14, 2018
    @All, We heard your request, but more users are in need of PPT than PDF export.

    Will enhancing PPT export solve your use-case?

    Changing this to an Idea post,since this is an enhancement request.
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 14, 2018
    What are the potential enhancements to PPT? 
    sai_ram
    Expert ⭐️⭐️
    September 25, 2018
    Hi Samantha, 

    PPT is readable and editable but PDF is read only.

    Regarding the PPT enhancements, what would you look for in above case? 
    joshua_green
    Contributor ⭐️
    October 4, 2018
    I agree with a PDF option.  Gainsight Dashboards are beautiful, simple, and typically one or two pages.  Exporting them to a PPT completely defeats, bypasses, and ignores all that is great about the Dashboard.  Export to PPT turns the data into a a one-page-per-report messy, and clunky, 1990's powerpoint deck.  Exec's want to see THE Dashboard the EXACT same way that its beautifully presented in Dashboard form; not broken apart.  

    And yes, we know that they could view the Dashboard live, but for those who want a copy in their email, or need to share offline copies to other stakeholders above them such as a BoD, a simple print to PDF would be a huge improvement.

    The risk of Gainsight not supporting this is already being felt.  My teams are having to find other creative ways to share out Dashboard information; using non-Gainsight tools and features.  This cascades up the chain as exec's now see data coming from tools other than Gainsight - which will inevitably bring up the topic of value and renewal.
    hardik_mota
    Helper ⭐️
    February 28, 2019
    Hi Team,

    One of my customer (Jessica) from the company (Service channel) is also looking for this feature to export a dashboard in PDF format or Image format,

    Best,

    Hardik

    Hardik
    cmultanen
    Helper ⭐️
    March 1, 2019
    +1, a PDF export would be much more useful than the existing PPT option

    sierra_evans
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 8, 2019
    I would also like to add my vote for export to .pdf functionality. I am trying desperately to get my teams and executives bought in to the value of Gainsight. To do that, I'll be migrating Salesforce dashboards that I know are of value to those audiences to Gainsight. I have already been asked for a one-page export out of Salesforce, so I know the request to do it from Gainsight will be forthcoming 🙂 Thanks for your consideration!

    carolyn_dibuono
    Contributor ⭐️⭐️⭐️
    June 10, 2019
    +1 on this! I've been asked by probably half of my customers if this is possible, and for the exact reasons mentioned by Joshua Green.